Case Study: Moving Beyond Canned Reports
Because it’s hard to differentiate when you look at the same reports.
Canned reports are basic metrics that work for every business, and they’re great for things like total sales or P&L. But when it’s time to grow your business, you need more.
We’re experts in bringing all of your data together in one place and linking it together. This enables us to craft deeply impactful reports and visualizations that are 100% customized to your business – down your unique competitive strategy or sales territory configuration. Measure everything. See anything.
Elevating Sales With Custom Goals
- Total sales by month, by sales rep.
- Current year sales measured against previous year & custom goal, set differently for each rep.
- Results ordered by % of goal attainment and color formatted by a 98% goal attainment threshold.
- Results overlay for standard Geo-spacial elements (Zip code, county, city, state, country)
- Results overlay for custom Geo-spacial elements (region, district, territory)
